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Weekend Financial Planner Jobs in Bolingbrook, IL

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

Financial Planning Analyst

Warrenville, IL · On-site

$32.60 - $48.90/hr

Financial Planning Analyst * Location: Warrenville, IL/Arlington Heights, IL * Full Time/Part Time: Full Time * Hours: Monday-Friday, 8am - 4:30pm * Required Travel: NA Job Summary: Builds strong ...

Financial Planning Analyst

Warrenville, IL · On-site

$32.60 - $48.90/hr

Financial Planning Analyst * Location: Warrenville, IL/Arlington Heights, IL * Full Time/Part Time: Full Time * Hours: Monday-Friday, 8am - 4:30pm * Required Travel: NA Job Summary: Builds strong ...

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Financial Advisor

Chicago, IL · On-site

$82K - $120K/yr

Our clients, growing wealth management firms are seeking talented professionals with high capacity to build a financial planning practice as an advisor. Having prior financial experience is NOT ...

Schedule and conduct financial planning and advice meetings with clients and client prospects. Build deep, meaningful relationships with clients and develop a service model to provide solutions that ...

Job Summary The Manager, Financial Planning & Analysis (FP&A) will play a key role within the finance team, supporting the growth and achievement of CareAllies financial and business objectives ...

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Weekend Financial Planner information

See Bolingbrook, IL salary details

$49.9K

$95.6K

$137.9K

How much do weekend financial planner jobs pay per year?

As of Aug 12, 2026, the average yearly pay for weekend financial planner in Bolingbrook, IL is $95,603.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,200.00 and $100,900.00 per year, depending on experience, location, and employer.

Do weekend financial planners work weekends?

Weekend financial planners often work on weekends to accommodate clients' schedules, especially during busy periods like tax season or financial year-end. Their work hours can include evenings and weekends, depending on client needs and firm policies, and they may need to be flexible to provide timely advice and support.

What unique challenges and opportunities come with working as a Weekend Financial Planner?

As a Weekend Financial Planner, you may encounter the challenge of balancing client availability with your own schedule, since many clients seek advice outside traditional business hours. This role often involves a high degree of flexibility and self-motivation, as you may work independently or as part of a smaller weekend team. On the positive side, working weekends allows you to serve clients who are unable to meet during the week, potentially expanding your client base. Additionally, this schedule can provide more control over your work-life balance and may offer unique advancement opportunities within firms that value off-hours client service.

What are the key skills and qualifications needed to thrive as a Weekend Financial Planner?

To thrive as a Weekend Financial Planner, you need a strong grasp of financial planning principles, investment strategies, and regulatory compliance, usually supported by a relevant degree and certifications such as CFP or Series 65. Familiarity with financial planning software, portfolio management systems, and spreadsheet tools is typically required. Strong interpersonal skills, trustworthiness, and effective communication are essential for building client relationships and clearly explaining complex financial concepts. These skills and qualities are critical for delivering sound financial advice and maintaining client trust during flexible weekend hours.

What is a Weekend Financial Planner?

A Weekend Financial Planner is a financial advisor who offers their services primarily during weekends to accommodate clients who are unavailable during regular business hours. They help individuals and families create budgets, plan for retirement, manage investments, and achieve their financial goals. These professionals may work independently, for financial firms, or as part of a team, providing personalized advice and planning sessions outside of typical weekday schedules.

Are there part-time weekend financial planner jobs?

Part-time weekend financial planner jobs are available in the industry, often requiring certifications such as CFP and flexible scheduling to accommodate clients' availability. These roles typically involve advising clients on investments, retirement planning, and financial strategies during weekends or after standard business hours.
What are popular job titles related to Weekend Financial Planner jobs in Bolingbrook, IL? For Weekend Financial Planner jobs in Bolingbrook, IL, the most frequently searched job titles are:
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What cities near Bolingbrook, IL are hiring for Weekend Financial Planner jobs? Cities near Bolingbrook, IL with the most Weekend Financial Planner job openings:

Financial Planner--Irvine, California

RK Partners

Chicago, IL

$85K - $95K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago


Job description

Financial Planning Strategist
(*this role is also availble in Seattle, WA)

Looking to join one of the fastest growing RIAs that’s passionate about serving our clients with industry leading financial planning? In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients.

What You’ll Do:

  • Our advisors bring on thousands of new clients on an annual basis. Every new client receives tailored financial planning advice to help them navigate their goals. This is achieved through the members of our centralized planning department partnering with the advisors to analyze client financial data and create tailored financial strategies for new clients.
  • You will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases.
  • Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.
  • Each Financial Planning Strategist is responsible for completing hundreds of new client cases each year. This will require strong attention to detail, the ability to stay organized, and leverage technology to maximize efficiency when managing workflow.

Why You’ll Love This Role:

  • Impact – You’ll see the direct results of your work as families gain financial peace of mind.
  • Growth – Clear career paths, mentorship, and training to help you advance within the company.
  • Variety – Every client story is unique, so no two days are ever the same.
  • Culture – We’re collaborative, fun, and passionate about doing the right thing—for our clients and for the company.

What We’re Looking For:

  • Bachelor’s degree in business, finance, or related field. Advanced certifications are a plus.
  • CFP® designation (or actively working toward obtaining the CFP designation*). *Must be obtained within 18 months from being hired into the position
  • 5+ years’ experience in financial services (minimum of 2 years required) or equivalent experience in a client-facing role involving strategic analysis and proposals.
  • Comprehensive knowledge of financial planning, tax strategies, investments, and risk management.

Who You Are:

  • Detail-oriented and driven by excellence.
  • A strong communicator who can simplify complex concepts.
  • Collaborative, adaptable, and always eager to learn.
  • Able to balance multiple projects and deadlines with ease.

What They Offer:

Our client invests in people the same way we invest in our clients—thoughtfully and for the long term. You’ll enjoy:

  • Competitive salary plus bonus potential.
  • Benefit package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as generous holiday and paid time off policies.
  • CFP® continuing education and tuition reimbursement.
  • Career development programs and leadership training.